Episode Details
| Title | Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO |
|---|---|
| Date | 7/4/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AI - The AI sector, particularly OpenAI, shows massive growth potential with projected revenue increases from $13 billion in 2025 to $125 billion in 2029.
- “OpenAI, their revenue numbers just leaked. They're forecasting 13,000,000,000 in twenty five, twenty twenty five spiking to 125,000,000,000 in 2029.” - Chamath (1:11:43)
- 🟢 $ELEC - 🔒
- 🟢 $FIGMA - 🔒
- 🟢 $NUCLEAR - 🔒
Bearish:
- 🔻 $ADOBE - 🔒
- 🔻 $HARVARD - 🔒
- 🔻 $USD - 🔒